401k Plan data: MOTT MACDONALD GROUP, INC. 401(K) PLAN plan

MOTT MACDONALD GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	MOTT MACDONALD GROUP, INC. 401(K) PLAN
Plan identification number	001

MOTT MACDONALD GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOTT MACDONALD HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MOTT MACDONALD HOLDINGS, INC.

Employer identification number (EIN): 223831806

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOTT MACDONALD GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID WHITE
001 2016-01-01 DAVID WHITE

Plan Statistics for MOTT MACDONALD GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for MOTT MACDONALD GROUP, INC. 401(K) PLAN

Measure Date Value
2021: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,115
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,235
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 904
Total of all active and inactive participants 2021-01-01 3,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 20
Total participants 2021-01-01 3,159
Number of participants with account balances 2021-01-01 2,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 183
2020: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,216
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,260
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 834
Total of all active and inactive participants 2020-01-01 3,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 21
Total participants 2020-01-01 3,115
Number of participants with account balances 2020-01-01 2,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 244
2019: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,986
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,450
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 751
Total of all active and inactive participants 2019-01-01 3,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 15
Total participants 2019-01-01 3,216
Number of participants with account balances 2019-01-01 2,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 182
2018: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,979
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,235
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 735
Total of all active and inactive participants 2018-01-01 2,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 16
Total participants 2018-01-01 2,986
Number of participants with account balances 2018-01-01 2,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 243
2017: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,748
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,291
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 675
Total of all active and inactive participants 2017-01-01 2,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 13
Total participants 2017-01-01 2,979
Number of participants with account balances 2017-01-01 2,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 250
2016: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,318
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,187
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 548
Total of all active and inactive participants 2016-01-01 2,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 13
Total participants 2016-01-01 2,748
Number of participants with account balances 2016-01-01 2,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 250

Measure	Date	Value
2021: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,115
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,235
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	904
Total of all active and inactive participants	2021-01-01	3,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	20
Total participants	2021-01-01	3,159
Number of participants with account balances	2021-01-01	2,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	183
2020: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,216
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,260
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	834
Total of all active and inactive participants	2020-01-01	3,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	21
Total participants	2020-01-01	3,115
Number of participants with account balances	2020-01-01	2,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	244
2019: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,986
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,450
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	751
Total of all active and inactive participants	2019-01-01	3,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	15
Total participants	2019-01-01	3,216
Number of participants with account balances	2019-01-01	2,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	182
2018: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,979
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,235
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	735
Total of all active and inactive participants	2018-01-01	2,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	16
Total participants	2018-01-01	2,986
Number of participants with account balances	2018-01-01	2,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	243
2017: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,748
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,291
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	675
Total of all active and inactive participants	2017-01-01	2,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	13
Total participants	2017-01-01	2,979
Number of participants with account balances	2017-01-01	2,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	250
2016: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,318
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,187
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	548
Total of all active and inactive participants	2016-01-01	2,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	13
Total participants	2016-01-01	2,748
Number of participants with account balances	2016-01-01	2,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	250

Financial Data on MOTT MACDONALD GROUP, INC. 401(K) PLAN

Measure	Date	Value
2021 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$93,721,135
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$32,217,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$31,470,764
Expenses. Certain deemed distributions of participant loans	2021-12-31	$13,127
Value of total corrective distributions	2021-12-31	$70,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$34,448,106
Value of total assets at end of year	2021-12-31	$474,910,879
Value of total assets at beginning of year	2021-12-31	$413,407,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$662,539
Total interest from all sources	2021-12-31	$136,026
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$19,162,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$19,162,022
Administrative expenses professional fees incurred	2021-12-31	$21,350
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$19,115,987
Participant contributions at end of year	2021-12-31	$3,011,646
Participant contributions at beginning of year	2021-12-31	$3,111,086
Participant contributions at end of year	2021-12-31	$482,369
Participant contributions at beginning of year	2021-12-31	$441,099
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5,747,870
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,653,622
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,240,738
Other income not declared elsewhere	2021-12-31	$53,638
Administrative expenses (other) incurred	2021-12-31	$641,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$61,503,797
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$474,910,879
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$413,407,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$320,345,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$278,974,319
Interest on participant loans	2021-12-31	$136,026
Value of interest in common/collective trusts at end of year	2021-12-31	$143,889,673
Value of interest in common/collective trusts at beginning of year	2021-12-31	$125,951,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$26,903,323
Net investment gain or loss from common/collective trusts	2021-12-31	$13,018,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$11,091,381
Employer contributions (assets) at end of year	2021-12-31	$1,433,829
Employer contributions (assets) at beginning of year	2021-12-31	$1,275,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$31,470,764
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$86,729,090
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$33,493,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$32,879,178
Expenses. Certain deemed distributions of participant loans	2020-12-31	$25,822
Value of total corrective distributions	2020-12-31	$49,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$31,377,204
Value of total assets at end of year	2020-12-31	$413,407,082
Value of total assets at beginning of year	2020-12-31	$360,171,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$538,859
Total interest from all sources	2020-12-31	$825,912
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$10,321,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$10,321,511
Administrative expenses professional fees incurred	2020-12-31	$20,850
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$18,576,348
Participant contributions at end of year	2020-12-31	$3,111,086
Participant contributions at beginning of year	2020-12-31	$3,140,772
Participant contributions at end of year	2020-12-31	$441,099
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,653,622
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,658,332
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,368,003
Other income not declared elsewhere	2020-12-31	$598,567
Administrative expenses (other) incurred	2020-12-31	$518,009
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$1,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$53,235,772
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$413,407,082
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$360,171,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$278,974,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$249,849,626
Interest on participant loans	2020-12-31	$154,132
Interest earned on other investments	2020-12-31	$671,780
Value of interest in common/collective trusts at end of year	2020-12-31	$125,951,625
Value of interest in common/collective trusts at beginning of year	2020-12-31	$105,011,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$30,967,727
Net investment gain or loss from common/collective trusts	2020-12-31	$12,638,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$10,432,853
Employer contributions (assets) at end of year	2020-12-31	$1,275,331
Employer contributions (assets) at beginning of year	2020-12-31	$509,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$32,879,178
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2020-12-31	366055558
2019 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$97,463,287
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$27,381,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$26,816,415
Expenses. Certain deemed distributions of participant loans	2019-12-31	$23,612
Value of total corrective distributions	2019-12-31	$36,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$32,562,393
Value of total assets at end of year	2019-12-31	$360,171,310
Value of total assets at beginning of year	2019-12-31	$290,089,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$504,577
Total interest from all sources	2019-12-31	$1,042,694
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,579,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,579,449
Administrative expenses professional fees incurred	2019-12-31	$22,319
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$17,310,607
Participant contributions at end of year	2019-12-31	$3,140,772
Participant contributions at beginning of year	2019-12-31	$2,797,524
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,658,332
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,208,548
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,168,927
Other income not declared elsewhere	2019-12-31	$420,327
Administrative expenses (other) incurred	2019-12-31	$482,258
Total non interest bearing cash at end of year	2019-12-31	$1,913
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$70,082,132
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$360,171,310
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$290,089,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$249,849,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$204,721,610
Interest on participant loans	2019-12-31	$140,059
Interest earned on other investments	2019-12-31	$902,635
Value of interest in common/collective trusts at end of year	2019-12-31	$105,011,345
Value of interest in common/collective trusts at beginning of year	2019-12-31	$80,956,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$40,579,584
Net investment gain or loss from common/collective trusts	2019-12-31	$13,278,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$11,082,859
Employer contributions (assets) at end of year	2019-12-31	$509,322
Employer contributions (assets) at beginning of year	2019-12-31	$405,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$26,816,415
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2019-12-31	366055558
2018 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$13,974,573
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$28,948,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$28,381,415
Expenses. Certain deemed distributions of participant loans	2018-12-31	$219
Value of total corrective distributions	2018-12-31	$96,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$31,119,228
Value of total assets at end of year	2018-12-31	$290,089,178
Value of total assets at beginning of year	2018-12-31	$305,063,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$470,738
Total interest from all sources	2018-12-31	$988,950
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$14,561,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$14,561,070
Administrative expenses professional fees incurred	2018-12-31	$19,500
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$15,851,512
Participant contributions at end of year	2018-12-31	$2,797,524
Participant contributions at beginning of year	2018-12-31	$2,801,970
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,208,548
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,217,527
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,947,642
Other income not declared elsewhere	2018-12-31	$115,750
Administrative expenses (other) incurred	2018-12-31	$451,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-14,973,932
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$290,089,178
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$305,063,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$204,721,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$221,676,168
Interest on participant loans	2018-12-31	$114,806
Interest earned on other investments	2018-12-31	$874,144
Value of interest in common/collective trusts at end of year	2018-12-31	$80,956,247
Value of interest in common/collective trusts at beginning of year	2018-12-31	$79,082,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-29,370,961
Net investment gain or loss from common/collective trusts	2018-12-31	$-3,439,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$10,320,074
Employer contributions (assets) at end of year	2018-12-31	$405,249
Employer contributions (assets) at beginning of year	2018-12-31	$284,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$28,381,415
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2018-12-31	366055558
2017 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$69,447,293
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$19,000,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$18,849,653
Expenses. Certain deemed distributions of participant loans	2017-12-31	$219
Value of total corrective distributions	2017-12-31	$74,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$27,908,971
Value of total assets at end of year	2017-12-31	$305,063,110
Value of total assets at beginning of year	2017-12-31	$254,616,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$76,108
Total interest from all sources	2017-12-31	$736,277
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$10,702,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$10,702,742
Administrative expenses professional fees incurred	2017-12-31	$42,823
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$15,663,212
Participant contributions at end of year	2017-12-31	$2,801,970
Participant contributions at beginning of year	2017-12-31	$2,126,444
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,217,527
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,754,413
Other income not declared elsewhere	2017-12-31	$7,760
Administrative expenses (other) incurred	2017-12-31	$33,285
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$4,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$50,446,761
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$305,063,110
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$254,616,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$221,676,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$188,062,594
Interest on participant loans	2017-12-31	$92,377
Interest earned on other investments	2017-12-31	$643,900
Value of interest in common/collective trusts at end of year	2017-12-31	$79,082,909
Value of interest in common/collective trusts at beginning of year	2017-12-31	$64,262,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$21,820,624
Net investment gain or loss from common/collective trusts	2017-12-31	$8,270,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$10,491,346
Employer contributions (assets) at end of year	2017-12-31	$284,536
Employer contributions (assets) at beginning of year	2017-12-31	$160,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$18,849,653
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2017-12-31	366055558
2016 : MOTT MACDONALD GROUP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$55,568,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$44,367,868
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$20,489,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$20,419,659
Value of total corrective distributions	2016-12-31	$28,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$27,058,291
Value of total assets at end of year	2016-12-31	$254,616,349
Value of total assets at beginning of year	2016-12-31	$286,305,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$40,727
Total interest from all sources	2016-12-31	$673,714
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,077,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$8,077,431
Administrative expenses professional fees incurred	2016-12-31	$18,500
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$15,282,397
Participant contributions at end of year	2016-12-31	$2,126,444
Participant contributions at beginning of year	2016-12-31	$2,724,380
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$53,448
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,852,359
Other income not declared elsewhere	2016-12-31	$-29,925
Administrative expenses (other) incurred	2016-12-31	$22,227
Total non interest bearing cash at end of year	2016-12-31	$4,302
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$23,878,859
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$254,616,349
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$286,305,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$188,062,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$215,695,056
Interest on participant loans	2016-12-31	$91,357
Interest earned on other investments	2016-12-31	$582,357
Value of interest in common/collective trusts at end of year	2016-12-31	$64,262,261
Value of interest in common/collective trusts at beginning of year	2016-12-31	$67,363,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,603,747
Net investment gain or loss from common/collective trusts	2016-12-31	$2,984,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$9,923,535
Employer contributions (assets) at end of year	2016-12-31	$160,748
Employer contributions (assets) at beginning of year	2016-12-31	$469,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$20,419,659
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2016-12-31	366055558

Form 5500 Responses for MOTT MACDONALD GROUP, INC. 401(K) PLAN

2021: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOTT MACDONALD GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOTT MACDONALD HOLDINGS, INC.
Employer identification number (EIN):	223831806
NAIC Classification:	541330
NAIC Description:	Engineering Services